CADINHA & CO LLC More: the full row for CADINHA & CO LLC 13,820 $2.44M 0.36% -228 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 13,793 $2.44M 0.35% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,762 $2.43M 0.11% +4,684 13F-HR Timeline Group Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 13,756 $2.43M +732 Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 13,500 $2.38M 0.02% -3,000 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 13,486 $2.38M 0.15% +97 13F-HR/A Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 13,452 $2.37M 0.09% -250 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13,387 $2.36M 0.2% -95,921 13F-HR Timeline Group Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 13,324 $2.35M 1.1% -182 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 13,261 $2.34M 0.71% -39 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 13,251 $2.34M 0.01% +760 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,004 $2.34M 0.22% -286 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 13,205 $2.33M 0.15% +860 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 13,198 $2.33M 1.81% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 13,157 $2.32M 0.17% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,034 $2.3M 0.07% -349 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 12,951 $2.28M +1,928 Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,913 $2.28M 0.15% +302 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,827 $2.26M 0.15% +2,174 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 12,818 $2.26M 0.44% -51 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 12,804 $2.26M 0.5% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 12,649 $2.23M 0.13% -2,889 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,635 $2.23M 0.06% +2,555 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $2.22M 0.53% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,579 $2.22M 0.12% +2,549 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 12,412 $2.19M 0.01% -186,299 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 12,411 $2.19M 0.33% +3,534 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,874 $2.18M 0.04% +76 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,365 $2.18M 0.07% +106 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 12,363 $2.18M 0.44% -257 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,361 $2.18M 0.11% +863 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 12,279 $2.17M 0.46% new 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 12,239 $2.16M 0.29% +238 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 12,225 $2.16M 0.07% +248 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 12,196 $2.15M 0.56% -174 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,151 $2.14M 0.03% +561 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 12,102 $2.13M 0.22% +2 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,072 $2.13M 0.01% +3,532 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 12,018 $2.12M 0.26% -104,327 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 12,015 $2.12M 0.58% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 11,941 $2.11M 0.07% +5,454 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 11,935 $2.1M 0.82% -2,410 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,889 $2.1M 0.15% -973 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 11,840 $2.09M 0.08% -34,729 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 11,805 $2.08M 0.27% +2,460 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 11,765 $2.07M 0.31% -434 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 11,723 $2.07M 0.89% -3,376 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 11,716 $2.07M 0.25% +5,396 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 11,701 $2.06M 1.06% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 11,682 $2.06M 0.48% +362 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,680 $2.06M 0.13% -63 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,643 $2.05M 0.04% +115 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 11,578 $2.04M 0.21% -130 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 11,553 $2.04M 0.07% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,529 $2.03M 0.27% -106 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 11,470 $2.02M 0.22% -1,996 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 11,426 $2.01M 0.41% +235 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 11,372 $2.01M 0.43% new 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 11,358 $2M 1.27% +3,577 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 11,344 $2M 0.56% +3,068 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 11,300 $1.99M 0.22% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 11,620 $1.99M 0.03% +31 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,209 $1.98M 0.05% +155 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,136 $1.96M 0.13% +465 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 11,117 $1.96M 1.18% +749 13F-HR Timeline Group Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 11,080 $1.95M 0.66% +3,460 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 11,061 $1.95M 0.07% +10,782 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 11,151 $1.95M 2.37% +786 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 11,050 $1.95M 0.17% +7,050 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 11,048 $1.95M 0.14% +450 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 11,039 $1.95M 0.49% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 11,033 $1.95M 0.01% -790 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 10,928 $1.93M 0.74% -5,051 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 10,928 $1.93M 0.75% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 10,806 $1.91M 0.34% +59 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 10,764 $1.9M 0.03% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 10,714 $1.89M 0.12% -633 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,697 $1.89M 0.06% -3,447 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 10,662 $1.88M 0.16% +1,806 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 10,645 $1.88M 0.19% -160 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 10,578 $1.87M 0.38% +3,785 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 10,554 $1.86M 0.15% -13,458 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 10,540 $1.86M +30 Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 10,508 $1.85M 0.79% -837 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 10,500 $1.85M 0.13% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,485 $1.85M 0.03% -4,337 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10,446 $1.84M 0.13% +1,814 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10,397 $1.84M 0.08% -9,404 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,413 $1.84M 0.12% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 10,386 $1.83M 0.64% +1,082 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,364 $1.83M 0.4% -121 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 10,357 $1.83M 0.44% -288 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 10,350 $1.82M 0.12% new 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 10,289 $1.81M 0.34% +2,439 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 10,270 $1.81M 0.02% +7,348 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,254 $1.81M 1.16% +6,195 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 10,243 $1.81M 0.16% +4,274 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 10,240 $1.81M 0.04% +1,340 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 10,211 $1.8M 0.17% +8,620 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 10,205 $1.8M 1.39% -6,005 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,171 $1.79M 0.09% -4,130 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,450 $1.79M 0.06% -348 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,952 $1.79M 0.26% +3,044 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 10,143 $1.79M 0.26% -499 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 10,033 $1.77M 0.19% +24 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,030 $1.77M 0.79% new 13F-HR/A Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,027 $1.77M 0.22% +56 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 9,984 $1.76M 0.46% -6,784 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,957 $1.76M 0.02% -9 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 9,938 $1.75M 0.11% +8,509 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 9,901 $1.75M 0.53% +1 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 9,863 $1.74M 0.89% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 9,817 $1.73M 0.47% -215 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9,809 $1.73M 0.55% +4,080 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 9,780 $1.72M +887 Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,778 $1.72M 0.07% +3,011 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,754 $1.72M 0.2% +363 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 9,748 $1.72M 0.94% -1,913 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 9,746 $1.72M 1.42% +26 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 9,721 $1.71M 1.58% +2,740 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 9,702 $1.71M 1.46% -44,902 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 9,701 $1.71M 0.27% +252 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,700 $1.71M 0.14% +5,800 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,675 $1.71M 0.2% +666 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 9,669 $1.7M 0.21% +2 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 9,622 $1.7M 0.18% -397 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 9,600 $1.69M 0.09% 0 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 9,573 $1.69M 0.35% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,542 $1.68M 0.03% +1,937 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,439 $1.66M 0.08% -50 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 9,428 $1.66M 0.76% +306 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 9,371 $1.65M 0.25% -922 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 9,260 $1.63M 0.71% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,241 $1.63M 0.09% +309 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 9,226 $1.63M 0.21% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 9,222 $1.63M 0.34% +25 13F-HR Timeline WEITZ INVESTMENT MANAGEMENT, INC. More: the full row for WEITZ INVESTMENT MANAGEMENT, INC. 9,200 $1.62M 0.11% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 9,155 $1.61M 0.58% +67 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 10,002 $1.61M 0.51% -2,397 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,112 $1.61M 0.02% -146 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 9,053 $1.6M 0.02% +1,282 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,047 $1.6M 0.08% -1,063 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,010 $1.59M 0.02% -461 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 9,001 $1.59M 0.28% +551 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 9,530 $1.59M 0.05% -2,317 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,986 $1.58M 0.06% +3,358 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 8,977 $1.58M 0.42% +104 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 8,955 $1.58M 0.03% +149 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 8,950 $1.58M 0.85% +859 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,891 $1.57M 0.02% +2,751 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,869 $1.56M 0.05% +3,576 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,849 $1.56M 0.27% -38 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 8,804 $1.55M 1.16% -794 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,741 $1.55M 0.15% +1,436 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,794 $1.55M 0.13% -124 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 8,791 $1.55M 0.26% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,309 $1.55M 0.08% +1,558 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,742 $1.54M 0.03% +1,755 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,695 $1.53M 0.04% -171 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,687 $1.53M 0.16% -169 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,665 $1.53M 0.05% +109 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 8,638 $1.52M 1.48% 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 8,604 $1.52M 0.04% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,551 $1.51M 0.02% +629 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,532 $1.5M 0.03% +404 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 8,504 $1.5M 0.59% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,490 $1.5M 0.13% +1,033 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,667 $1.49M 0.03% +418 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 8,459 $1.49M 1.17% -1,023 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,428 $1.49M 0.12% -2,490 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 8,400 $1.48M 0.01% -308,390 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 8,386 $1.48M 0.03% -647 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 8,372 $1.48M 0.4% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 8,361 $1.47M 0.2% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 8,336 $1.47M 1.2% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,324 $1.47M 0.15% -8,376 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 8,237 $1.45M 0.16% -1,201 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 8,231 $1.45M 0.02% +4,323 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,224 $1.45M 0.2% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,190 $1.44M 0.36% -7 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 8,147 $1.44M 0.85% +4,413 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,135 $1.43M 0.07% +296 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,127 $1.43M 0.06% -1,272 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,123 $1.43M 0.36% +2,588 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,093 $1.43M 0.05% +225 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,039 $1.42M 0.43% -381 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 7,900 $1.39M 0.4% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,891 $1.39M 0.36% -397 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,834 $1.38M 0.3% +3,504 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 7,828 $1.38M 0.21% +2,212 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 7,823 $1.38M 0.44% +2,844 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 7,790 $1.37M 0.11% +240 13F-HR Timeline Sompo Asset Management Co., Ltd. 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